Retirement Planner - Houston, TX (Remote) at Fidelity Investments

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Retirement Planning, Customer Service, Sales, Consultative Selling, Communication Skills, Time Management, Proactive, Adaptability, Market Knowledge, Tax Exempt Products, Investment Strategy, Needs Analysis, Education, Guidance, Customer Engagement, Problem Solving

Industry

Financial Services

Description

Job Description: Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center to be considered for this opportunity. Put your expertise in retirement planning to work every day The Expertise We’re Looking For Series 7 & Series 63 licenses required 2+ years of experience in a customer service or sales role preferred Knowledge of tax exempt retirement products and services highly desirable Previous phone center experience preferred Demonstrated ability to deliver exceptional customer results The Purpose of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. The Skills You Bring Your comprehensive understanding of the current market, economy, & economic trends Your robust consultative, influencing and communication skills Proven capability to be proactive and demonstrate initiative Strong time management and prioritization skills Your receptiveness to feedback and willingness to adapt to change The Value You Deliver Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan Leverage guidance offering and appropriate tools to assist customers with their retirement readiness Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets Understanding and articulating Fidelity Viewpoints to provide general education to clients Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate How Your Work Impacts the Organization The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Responsibilities

Retirement Planners are responsible for onboarding new participants into workplace plans and providing education on their benefits. They engage with participants to identify suitable solutions for their retirement planning needs.